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SeaCrest Wealth Management’s Sony SONY Stock Holding History

SeaCrest Wealth Management’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,430
Closed -$23K – 1381
2022
Q2 		$23K Buy
+1,430
New +$25.3K ﹤0.01% 1437
2019
Q2 		– Sell
-3,000
Closed -$25K – 1648
2019
Q1 		$25K Sell
3,000
-12,305
-80% -$115K ﹤0.01% 1198
2018
Q4 		$148K Buy
15,305
+1,725
+13% +$18.3K 0.03% 523
2018
Q3 		$165K Sell
13,580
-2,250
-14% -$24.8K 0.03% 574
2018
Q2 		$162K Sell
15,830
-8,500
-35% -$82.7K 0.03% 566
2018
Q1 		$235K Buy
24,330
+1,250
+5% +$12.3K 0.04% 437
2017
Q4 		$207K Buy
+23,080
New +$198K 0.04% 478

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

SeaCrest Wealth Management's SONY Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Sony (SONY) in Q3 2022, closing a stake of 1,430 shares — an estimated $23K sold.

SeaCrest Wealth Management first reported a position in SONY in Q4 2017 and held it in 7 quarters. The position peaked at $235K in Q1 2018. 531 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Sony position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,430 Sony shares in Q3 2022, an estimated $23K.
  • SeaCrest Wealth Management first reported a position in Sony in Q4 2017 and held it in 7 quarters.
  • SeaCrest Wealth Management's Sony position peaked at $235K in Q1 2018.
  • 531 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.